Nemes Rush Group LLC
NOVI MI · SEC CIK 0001982273
$10.52亿2026Q1 申报市值
944持仓数
31.5%前十大占比 · 第一大 4.9%
51 / 99新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
XFIV 加仓+$342.84万
MSFT 加仓+$310.28万
XTRE 加仓+$302.05万
BONDBLOXX BLOOMB 加仓+$298.53万
DFUS 加仓+$250.34万
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$611.17万
GOOGL 减仓-$455.06万
SPY 减仓-$358.33万
AVGO 减仓-$237.15万
JNJ 减仓-$176.75万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TEM | TEMPUS AI INCORPORATED CLASS A | $5.43万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $5.45万 | 0.01% | 166 | 12 | 7.8% | $3,939 | 加仓 |
| IVW | ISHARES TR S&P 500 GRWT ETF | $5.48万 | 0.01% | 485 | -330 | -40.5% | -$3.73万 | 减仓 |
| XCCC | BONDBLOXX ETF TR | $5.53万 | 0.01% | 1,520 | -67 | -4.2% | -$2,439 | 减仓 |
| FVD | FIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $5.56万 | 0.01% | 1,181 | 6 | 0.5% | $282 | 加仓 |
| IVE | ISHARES TR S&P 500 VAL ETF | $5.62万 | 0.01% | 266 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR EXPND TEC SC ETF | $5.64万 | 0.01% | 476 | -38 | -7.4% | -$4,504 | 减仓 |
| IUSB | ISHARES CORE UNIVERSAL USD BOND ETF | $5.65万 | 0.01% | 1,224 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LIMITED SPONSORED ADS | $5.72万 | 0.01% | 456 | 25 | 5.8% | $3,137 | 加仓 |
| HNRG | HALLADOR ENERGY COMPANY | $5.80万 | 0.01% | 3,562 | -599 | -14.4% | -$9,752 | 减仓 |
| LNG | CHENIERE ENERGY INCORPORATED COM NEW | $5.82万 | 0.01% | 205 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INCORPORATED (CANADA) | $5.82万 | 0.01% | 1,076 | -358 | -25.0% | -$1.94万 | 减仓 |
| LEN | LENNAR CORPORATION CLASS A | $5.83万 | 0.01% | 672 | -605 | -47.4% | -$5.25万 | 减仓 |
| UTG | REAVES UTIL INCOME FD COM SH BEN INT | $5.89万 | 0.01% | 1,500 | 1,500 | — | $5.89万 | 新建仓 |
| BE | BLOOM ENERGY CORPORATION COM CLASS A | $5.89万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORPORATION NEW CLASS A | $6.04万 | 0.01% | 2,105 | 52 | 2.5% | $1,493 | 加仓 |
| BX | BLACKSTONE INCORPORATED | $6.08万 | 0.01% | 529 | -4 | -0.8% | -$460 | 减仓 |
| TRV | TRAVELERS COMPANIES INCORPORATED | $6.10万 | 0.01% | 209 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $6.11万 | 0.01% | 978 | 103 | 11.8% | $6,434 | 加仓 |
| HPQ | HP INCORPORATED | $6.12万 | 0.01% | 3,185 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INCORPORATED | $6.15万 | 0.01% | 232 | 1 | 0.4% | $265 | 加仓 |
| EMN | EASTMAN CHEMICAL COMPANY | $6.16万 | 0.01% | 807 | -23 | -2.8% | -$1,755 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $6.19万 | 0.01% | 2,017 | 1,390 | 221.7% | $4.26万 | 加仓 |
| FOUR | SHIFT4 PMTS INCORPORATED CLASS A | $6.33万 | 0.01% | 1,448 | 89 | 6.5% | $3,892 | 加仓 |
| MFC | MANULIFE FINL CORPORATION (CANADA) | $6.33万 | 0.01% | 1,839 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INCORPORATED | $6.36万 | 0.01% | 373 | 23 | 6.6% | $3,922 | 加仓 |
| AVLC | AVANTIS U S LARGE CAP EQUITY ETF | $6.38万 | 0.01% | 823 | 0 | 0.0% | — | 不变 |
| TTC | TORO COMPANY | $6.54万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INCORPORATED | $6.54万 | 0.01% | 3,826 | 43 | 1.1% | $735 | 加仓 |
| PPG | PPG INDUSTRIES INCORPORATED | $6.58万 | 0.01% | 615 | -12 | -1.9% | -$1,283 | 减仓 |
| QGRO | AMERICAN CENTURY U.S. QUALITY GROWTH ETF | $6.58万 | 0.01% | 626 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORPORATION (CANADA) | $6.64万 | 0.01% | 611 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR CORE S&P US GWT | $6.64万 | 0.01% | 428 | 76 | 21.6% | $1.18万 | 加仓 |
| CSX | CSX CORPORATION | $6.66万 | 0.01% | 1,621 | -62 | -3.7% | -$2,546 | 减仓 |
| TGTX | TG THERAPEUTICS INCORPORATED | $6.71万 | 0.01% | 2,019 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INCORPORATED CLASS A | $6.75万 | 0.01% | 1,333 | -27 | -2.0% | -$1,368 | 减仓 |
| KMB | KIMBERLY-CLARK CORPORATION | $6.83万 | 0.01% | 708 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INCORPORATED | $6.89万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR 3 7 YR TREAS BD | $6.91万 | 0.01% | 583 | 4 | 0.7% | $474 | 加仓 |
| EQIX | EQUINIX INCORPORATED REIT | $6.98万 | 0.01% | 71 | 1 | 1.4% | $984 | 加仓 |
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | $7.00万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORPORATION COM NEW | $7.07万 | 0.01% | 48 | 0 | 0.0% | — | 不变 |
| MAGS | ROUNDHILL MAGNIFICENT SEVEN ETF | $7.24万 | 0.01% | 1,250 | 1,250 | — | $7.24万 | 新建仓 |
| VGIT | VANGUARD INTERMEDIATE-TERM TREASURY ETF | $7.36万 | 0.01% | 1,236 | -171 | -12.2% | -$1.02万 | 减仓 |
| RDVY | FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS | $7.51万 | 0.01% | 1,100 | 1,100 | — | $7.51万 | 新建仓 |
| BBY | BEST BUY INCORPORATED | $7.73万 | 0.01% | 1,203 | -18 | -1.5% | -$1,156 | 减仓 |
| BIDU | BAIDU INCORPORATED SPON ADR REP A (CAYMAN ISLANDS) | $7.80万 | 0.01% | 700 | 0 | 0.0% | — | 不变 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $7.84万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $7.94万 | 0.01% | 1,656 | 9 | 0.5% | $431 | 加仓 |
| RDW | CALL: REDWIRE CORPORATION JAN 10 EXP 01/15/27 100 RDW 看涨期权 | $7.95万 | 0.01% | 300 | 300 | — | $7.95万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INCORPORATED. | $8.00万 | 0.01% | 1,238 | 9 | 0.7% | $581 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A (IRELAND) | $8.00万 | 0.01% | 403 | 21 | 5.5% | $4,168 | 加仓 |
| XLC | SPDR COMMUNICATION SERVICES SELECT SECTOR FUND | $8.10万 | 0.01% | 730 | 17 | 2.4% | $1,885 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $8.28万 | 0.01% | 1,351 | 2 | 0.1% | $123 | 加仓 |
| IEF | ISHARES TR 7-10 YR TRSY BD | $8.34万 | 0.01% | 874 | 4 | 0.5% | $382 | 加仓 |
| AJG | GALLAGHER ARTHUR J & COMPANY | $8.40万 | 0.01% | 388 | -2 | -0.5% | -$433 | 减仓 |
| TFC | TRUIST FINL CORPORATION | $8.48万 | 0.01% | 1,845 | -57 | -3.0% | -$2,620 | 减仓 |
| DIS | CALL: DISNEY WALT COMPANY JAN 120 EXP 01/15/27 100 DIS 看涨期权 | $8.62万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR ESG AWARE MSCI | $8.82万 | 0.01% | 1,876 | 625 | 50.0% | $2.94万 | 加仓 |
| COKE | COCA COLA CONS INCORPORATED | $8.83万 | 0.01% | 460 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR ESG SELECT SCRE | $8.84万 | 0.01% | 1,947 | 652 | 50.3% | $2.96万 | 加仓 |
| VO | VANGUARD MID-CAP ETF | $8.89万 | 0.01% | 310 | 1 | 0.3% | $287 | 加仓 |
| COF | CAPITAL ONE FINL CORPORATION | $8.92万 | 0.01% | 489 | 16 | 3.4% | $2,918 | 加仓 |
| CNI | CANADIAN NATL RY COMPANY (CANADA) | $9.10万 | 0.01% | 885 | 5 | 0.6% | $514 | 加仓 |
| TGT | TARGET CORPORATION | $9.30万 | 0.01% | 767 | -17 | -2.2% | -$2,061 | 减仓 |
| IOT | SAMSARA INCORPORATED COM CLASS A | $9.37万 | 0.01% | 2,958 | 117 | 4.1% | $3,708 | 加仓 |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | $9.56万 | 0.01% | 1,936 | 1,936 | — | $9.56万 | 新建仓 |
| DFAX | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $9.61万 | 0.01% | 2,829 | 291 | 11.5% | $9,885 | 加仓 |
| CL | COLGATE PALMOLIVE COMPANY | $9.84万 | 0.01% | 1,155 | -10 | -0.9% | -$852 | 减仓 |
| BNY | BANK NEW YORK MELLON CORPORATION | $9.93万 | 0.01% | 837 | 24 | 3.0% | $2,847 | 加仓 |
| FDX | FEDEX CORPORATION | $9.94万 | 0.01% | 279 | -129 | -31.6% | -$4.60万 | 减仓 |
| IDEV | ISHARES TR CORE MSCI INTL | $10.07万 | 0.01% | 1,204 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $10.13万 | 0.01% | 917 | 7 | 0.8% | $773 | 加仓 |
| SYY | SYSCO CORPORATION | $10.17万 | 0.01% | 1,425 | 0 | 0.0% | — | 不变 |
| SPIB | STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE | $10.32万 | 0.01% | 3,077 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES TR CORE US AGGBD ET | $10.36万 | 0.01% | 1,044 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INCORPORATED COM CLASS A | $10.46万 | 0.01% | 599 | 0 | 0.0% | — | 不变 |
| EFAV | ISHARES TR MSCI EAFE MIN VL | $10.48万 | 0.01% | 1,147 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INCORPORATED NEW (CANADA) | $10.58万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORPORATION | $10.69万 | 0.01% | 4,893 | 1 | 0.0% | $22 | 加仓 |
| ROK | ROCKWELL AUTOMATION INCORPORATED | $11.15万 | 0.01% | 311 | -9 | -2.8% | -$3,227 | 减仓 |
| DFCF | DIMENSIONAL CORE FIXED INCOME ETF | $11.25万 | 0.01% | 2,664 | 19 | 0.7% | $802 | 加仓 |
| KRE | STATE STREET SPDR S&P REGIONAL BANKING ETF | $11.56万 | 0.01% | 1,775 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC SHS (IRELAND) | $11.62万 | 0.01% | 234 | 179 | 325.5% | $8.89万 | 加仓 |
| DOV | DOVER CORPORATION | $11.91万 | 0.01% | 571 | 8 | 1.4% | $1,669 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $12.18万 | 0.01% | 7,667 | 66 | 0.9% | $1,048 | 加仓 |
| GM | GENERAL MTRS COMPANY | $12.19万 | 0.01% | 1,636 | 156 | 10.5% | $1.16万 | 加仓 |
| DFAU | DIMENSIONAL US CORE EQUITY MARKET ETF | $12.23万 | 0.01% | 2,710 | -180 | -6.2% | -$8,120 | 减仓 |
| AEE | AMEREN CORPORATION | $12.36万 | 0.01% | 1,124 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INCORPORATED | $12.37万 | 0.01% | 230 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $12.46万 | 0.01% | 1,144 | 2 | 0.2% | $218 | 加仓 |
| SO | SOUTHERN COMPANY | $12.60万 | 0.01% | 1,306 | 89 | 7.3% | $8,588 | 加仓 |
| KBE | STATE STREET SPDR S&P BANK ETF | $12.80万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INCORPORATED | $12.98万 | 0.01% | 1,440 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORPORATION | $13.05万 | 0.01% | 727 | 0 | 0.0% | — | 不变 |
| GAP | GAP INCORPORATED | $13.09万 | 0.01% | 5,410 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORPORATION | $13.13万 | 0.01% | 1,828 | 106 | 6.2% | $7,613 | 加仓 |
| NTAP | NETAPP INCORPORATED | $13.29万 | 0.01% | 1,298 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INCORPORATED COM CLASS A | $13.30万 | 0.01% | 1,717 | -1,413 | -45.1% | -$10.95万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $13.32万 | 0.01% | 2,867 | 2,129 | 288.5% | $9.89万 | 加仓 |